South Dakota Investment Council’s Charles Schwab SCHW Stock Holding History

South Dakota Investment Council’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Buy	14,256 +400	+3%	+$36.5K	0.02%	402
2026 Q1	$1.3M	Hold	13,856	–	–	0.02%	385
2025 Q4	$1.38M	Sell	13,856 -1,200	-8%	-$114K	0.03%	369
2025 Q3	$1.44M	Sell	15,056 -1,000	-6%	-$94.9K	0.03%	370
2025 Q2	$1.47M	Sell	16,056 -2,600	-14%	-$218K	0.03%	373
2025 Q1	$1.46M	Sell	18,656 -1,600	-8%	-$126K	0.03%	358
2024 Q4	$1.5M	Hold	20,256	–	–	0.03%	360
2024 Q3	$1.31M	Buy	20,256 +1,200	+6%	+$78.8K	0.03%	380
2024 Q2	$1.4M	Sell	19,056 -1,019	-5%	-$75.3K	0.03%	359
2024 Q1	$1.45M	Hold	20,075	–	–	0.03%	361
2023 Q4	$1.38M	Hold	20,075	–	–	0.03%	414
2023 Q3	$1.1M	Sell	20,075 -1,200	-6%	-$72.5K	0.03%	432
2023 Q2	$1.21M	Hold	21,275	–	–	0.03%	438
2023 Q1	$1.11M	Buy	21,275 +8,200	+63%	+$600K	0.02%	453
2022 Q4	$1.09M	Sell	13,075 -3,700	-22%	-$287K	0.02%	444
2022 Q3	$1.21M	Buy	16,775 +2,025	+14%	+$141K	0.03%	394
2022 Q2	$932K	Buy	+14,750	New	+$1.02M	0.02%	452

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

South Dakota Investment Council's SCHW Position: Q2 2026 in Review

South Dakota Investment Council increased its Charles Schwab (SCHW) stake by 2.9% in Q2 2026, buying an estimated $36.5K and bringing the position to 14,256 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #402.

South Dakota Investment Council first reported a position in SCHW in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

South Dakota Investment Council held 14,256 shares of Charles Schwab worth $1.31M as of Q2 2026.
South Dakota Investment Council bought 400 Charles Schwab shares in Q2 2026, an estimated $36.5K.
Charles Schwab made up 0.02% of South Dakota Investment Council's portfolio in Q2 2026, its #402 holding.
South Dakota Investment Council first reported a position in Charles Schwab in Q2 2022 and has held it in 17 quarters since.
South Dakota Investment Council's Charles Schwab position peaked at $1.5M in Q4 2024.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on South Dakota Investment Council's 13F filing for Q2 2026, filed 11 Aug 2026.